Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in the United States

Name: Financial services consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 10,510 companies tracked

RevenueBase identified 10,510 financial services consultants headquartered in the United States as of September 2026 and tracks 143,582 professional contacts across them, including 58,296 with verified work emails. New York is the largest hub.

This list covers financial services consultants headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

10,510Companies

143,582Contacts tracked

58,296Verified emails

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The 25 largest financial services consultants based in the United States

Ranked by team size

Top 25 of 10,510 financial services consultants based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 16, 2026
2	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	10001+	20,868 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 16, 2026
3	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Source: RevenueBase Database · checked Sep 16, 2026
4	Mariner	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,828 contacts →
	Indirect evidence “Your wealth plan shouldn’t sit still.” Source: RevenueBase Database · checked Sep 16, 2026
5	Captrust	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,768 contacts →
	Partial evidence “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Source: RevenueBase Database · checked Sep 16, 2026
6	Rockefeller Capital Management	Indirect evidence	New York, DE, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,663 contacts →
	Indirect evidence “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: RevenueBase Database · checked Sep 16, 2026
7	Alera Group, INC	Partial evidence	Deerfield, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,643 contacts →
	Partial evidence “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Source: RevenueBase Database · checked Sep 16, 2026
8	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	501-1,000	883 contacts →
	Partial evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 16, 2026
9	TAX & Financial Group	Partial evidence	Newport Beach, CA, United StatesHQ checked Sep 16, 2026	n/a	810 contacts →
	Partial evidence “Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.” Source: RevenueBase Database · checked Sep 16, 2026
10	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 16, 2026
11	HBK Cpas & Consultants	Partial evidence	Canfield, OH, United StatesHQ checked Sep 16, 2026	501-1,000	641 contacts →
	Partial evidence “Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional…” Source: RevenueBase Database · checked Sep 16, 2026
12	Medi Clinic	Partial evidence	Richardson, TX, United StatesHQ checked Sep 16, 2026	n/a	632 contacts →
	Partial evidence “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Source: RevenueBase Database · checked Sep 16, 2026
13	Baystate Financial	Partial evidence	Boston, MA, United StatesHQ checked Sep 16, 2026	501-1,000	506 contacts →
	Partial evidence “For over a century, Baystate Financial has been helping clients gain clarity and financial independence-empowering them to build, protect, and distribute wealth with confidence.” Source: RevenueBase Database · checked Sep 16, 2026
14	PFM	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 16, 2026	201-500	502 contacts →
	Indirect evidence “At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.” Source: RevenueBase Database · checked Sep 16, 2026
15	Florida Financial Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	51-200	487 contacts →
	Partial evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 16, 2026
16	Davenport & Company LLC	Partial evidence	Richmond, VA, United StatesHQ checked Sep 16, 2026	501-1,000	446 contacts →
	Partial evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 16, 2026
17	Truenorth Companies, L.C	Partial evidence	Cedar Rapids, IA, United StatesHQ checked Sep 16, 2026	201-500	411 contacts →
	Partial evidence “TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Source: RevenueBase Database · checked Sep 16, 2026
18	Aldrich	Partial evidence	Portland, OR, United StatesHQ checked Sep 16, 2026	201-500	410 contacts →
	Partial evidence “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Source: RevenueBase Database · checked Sep 16, 2026
19	Raymond James & Associates, INC	Partial evidence	Saint Petersburg, FL, United StatesHQ checked Sep 16, 2026	10001+	404 contacts →
	Partial evidence “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: RevenueBase Database · checked Sep 16, 2026
20	IBM Promontory	Indirect evidence	Washington, DC, United StatesHQ checked Sep 16, 2026	501-1,000	403 contacts →
	Indirect evidence “IBM Promontory is a global leader in strategy, risk management, and compliance consulting.#IBMConsulting” Source: RevenueBase Database · checked Sep 16, 2026
21	Westpac Wealth Partners	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 16, 2026	201-500	393 contacts →
	Indirect evidence “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Source: RevenueBase Database · checked Sep 16, 2026
22	Sequoia Financial Group	Partial evidence	Akron, OH, United StatesHQ checked Sep 16, 2026	201-500	388 contacts →
	Partial evidence “At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary…” Source: RevenueBase Database · checked Sep 16, 2026
23	Creative Financial Group	Indirect evidence	Newtown Square, PA, United StatesHQ checked Sep 16, 2026	201-500	379 contacts →
	Indirect evidence “CREATIVE was founded in 1976, when the firm’s founding partners recognized that entrepreneurs, business owners, individuals and their families, and multi-generational family…” Source: RevenueBase Database · checked Sep 16, 2026
24	YHB Cpas & Consultants	Indirect evidence	Winchester, VA, United StatesHQ checked Sep 16, 2026	201-500	376 contacts →
	Indirect evidence “We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.” Source: RevenueBase Database · checked Sep 16, 2026
25	Huntington Financial Advisors	Indirect evidence	Columbus, OH, United StatesHQ checked Sep 16, 2026	1,001-5,000	357 contacts →
	Indirect evidence “Welcome to the Next Level of Investing, Advice and Planning.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services consultants.
Partial evidence: Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 10,510 financial services consultants based in the United States

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Financial services consultants based in the United States at a glance

As of Sep 16, 2026

40.6%Verified-email coverage

13.7Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

8,012

11-50

1,987

51-200

347

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 10,510 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “financial services consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial services consultants, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 58,296 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial services consultants by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial services consultants are there based in the United States?

RevenueBase identified 10,510 financial services consultants headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most financial services consultants?

New York leads with 317 headquartered companies, followed by Houston (160) and Atlanta (142).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 58,296 verified decision-maker contacts tracked across these 10,510 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.